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One year on, John Copeland's roll-up growth is slow but expectations remain steadfast for big snowball

The founder of Wealth Partners Capital Group sweet-talked AMG into spinning off WPCG to go after plentiful smaller sellers but courtships can't be rushed

Author Oisin Breen June 18, 2018 at 7:52 PM
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Rich Gill: $20 billion in assets under management in five years [for each of EP Wealth Advisors, the Forbes Family Trust, and MAI Capital Management] is a goal that we discussed and we all think it is doable and I think we're more or less already on the trajectory to get there.

Jeff Spears

Jeff Spears

June 19, 2018 — 12:12 AM
I was a fan of this team when they started and I remain bullish. My only hope is that they will add other RIA business models. They currently only have one business model. John has gone performance chops to interface with ANY breakaway broker.

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